Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHATSWOOD, NSW

Jie Jiao

13 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000457824

Jie Jiao is a financial adviser based in Chatswood, New South Wales, with 13 years of experience in the financial services industry. Jie is currently authorised under Akumin Financial Planning Pty Limited. Jie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting & Finance) from University of Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce (Accounting & Finance)
University of Sydney
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2023
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2023
Margin Lending
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
May 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register